Building a Successful Retirement Plan
Mike Coonrod, sbjLive Producer

Building a Successful Retirement Plan

Posted online

“I really recommend that clients keep liquidity in mind,” says Weston Kissee, Regional Leader with Edward Jones. Kissee says the first few years of retirement are a big change and you must consider things like emergency funds. Ensure your investments aren’t tied up if you need to access them. If you have a successful plan in place, make sure it’s protected and the money will be passed to the next generation. Keep your end goals in mind. Kissee is a 2019 Springfield Business Journal Trusted Adviser honoree.

Duration: 1:32


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